Yanbing Li Sells 19,834 Shares of Datadog (NASDAQ:DDOG) Stock

Datadog, Inc. (NASDAQ:DDOG) insider Yanbing Li sold 19,834 shares of the stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $197.35, for a total value of $3,914,239.90. Following the transaction, the insider owned 285,283 shares in the company, valued at $56,300,600.05. This trade represents a 6.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Datadog Trading Up 2.7%

Shares of NASDAQ:DDOG opened at $205.31 on Thursday. Datadog, Inc. has a 1 year low of $98.01 and a 1 year high of $205.44. The firm has a market capitalization of $72.39 billion, a price-to-earnings ratio of 540.30, a price-to-earnings-growth ratio of 69.16 and a beta of 1.30. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40. The business’s 50 day moving average price is $131.57 and its 200-day moving average price is $138.28.

Datadog (NASDAQ:DDOG) last announced its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $960.12 million. During the same quarter last year, the firm posted $0.46 EPS. The business’s revenue was up 32.1% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, equities research analysts forecast that Datadog, Inc. will post 0.33 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

DDOG has been the subject of several recent research reports. Stifel Nicolaus set a $305.00 price objective on Datadog in a research note on Thursday, May 7th. Monness Crespi & Hardt increased their price objective on Datadog from $255.00 to $270.00 in a research note on Thursday, May 7th. BTIG Research increased their price objective on Datadog from $170.00 to $212.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Citigroup increased their price objective on Datadog from $175.00 to $218.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Finally, Benchmark reissued a “buy” rating on shares of Datadog in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $213.38.

Datadog News Summary

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog’s latest earnings report beat expectations on both revenue and profit, while management’s raised outlook signaled continued momentum in demand. DDOG Q1 Deep Dive: AI Adoption and Product Expansion Drive Strong Growth
• Positive Sentiment: Several analysts turned more constructive after earnings, including Daiwa Securities raising its price target to $240 and other firms reiterating buy-equivalent views, which supports the stock’s valuation. MarketScreener
• Positive Sentiment: Recent commentary has framed Datadog as an AI winner rather than a SaaS laggard, helping sentiment and trading interest in DDOG. Barchart
• Neutral Sentiment: Datadog also announced upcoming investor conference presentations, which may keep the stock in focus but does not change fundamentals by itself. Datadog to Present at Upcoming Investor Conference
• Negative Sentiment: Multiple insiders, including the CEO and directors, sold shares recently under 10b5-1 plans. While routine, the cluster of sales could temper some investor enthusiasm. SEC filing

Hedge Funds Weigh In On Datadog

A number of hedge funds have recently modified their holdings of the business. State of Wyoming grew its holdings in shares of Datadog by 4.1% during the 1st quarter. State of Wyoming now owns 1,946 shares of the company’s stock worth $230,000 after purchasing an additional 76 shares during the period. First Citizens Bank & Trust Co. grew its holdings in shares of Datadog by 20.9% during the 1st quarter. First Citizens Bank & Trust Co. now owns 38,784 shares of the company’s stock worth $4,578,000 after purchasing an additional 6,715 shares during the period. First Trust Advisors LP grew its holdings in shares of Datadog by 81.5% during the 1st quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock worth $435,081,000 after purchasing an additional 1,654,429 shares during the period. CacheTech Inc. grew its holdings in shares of Datadog by 37.1% during the 1st quarter. CacheTech Inc. now owns 29,154 shares of the company’s stock worth $3,442,000 after purchasing an additional 7,889 shares during the period. Finally, Clal Insurance Enterprises Holdings Ltd grew its holdings in shares of Datadog by 24.0% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 310,000 shares of the company’s stock worth $36,596,000 after purchasing an additional 60,000 shares during the period. 78.29% of the stock is currently owned by hedge funds and other institutional investors.

About Datadog

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.